North Star Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
15,253
+3
| +0% | +$240 | 0.09% | 199 |
|
|
2025
Q1 | $1.09M | Buy |
15,250
+500
| +3% | +$35.9K | 0.08% | 211 |
|
|
2024
Q4 | $1.04M | Sell |
14,750
-100
| -0.7% | -$7.02K | 0.07% | 226 |
|
|
2024
Q3 | $839K | Sell |
14,850
-100
| -0.7% | -$5.65K | 0.06% | 254 |
|
|
2024
Q2 | $888K | Sell |
14,950
-900
| -6% | -$53.5K | 0.07% | 243 |
|
|
2024
Q1 | $919K | Buy |
15,850
+900
| +6% | +$52.2K | 0.07% | 248 |
|
|
2023
Q4 | $736K | Sell |
14,950
-2,936
| -16% | -$145K | 0.06% | 273 |
|
|
2023
Q3 | $731K | Buy |
17,886
+6
| +0% | +$245 | 0.06% | 265 |
|
|
2023
Q2 | $763K | Buy |
17,880
+21
| +0.1% | +$896 | 0.06% | 275 |
|
|
2023
Q1 | $668K | Buy |
17,859
+404
| +2% | +$15.1K | 0.06% | 304 |
|
|
2022
Q4 | $721K | Buy |
17,455
+2,486
| +17% | +$103K | 0.06% | 292 |
|
|
2022
Q3 | $602K | Sell |
14,969
-954
| -6% | -$38.4K | 0.06% | 270 |
|
|
2022
Q2 | $624K | Buy |
15,923
+900
| +6% | +$35.3K | 0.06% | 269 |
|
|
2022
Q1 | $728K | Sell |
15,023
-128
| -0.8% | -$6.2K | 0.06% | 264 |
|
|
2021
Q4 | $727K | Buy |
15,151
+100
| +0.7% | +$4.8K | 0.05% | 272 |
|
|
2021
Q3 | $699K | Buy |
15,051
+72
| +0.5% | +$3.34K | 0.06% | 267 |
|
|
2021
Q2 | $678K | Hold |
14,979
| – | – | 0.05% | 267 |
|
|
2021
Q1 | $585K | Hold |
14,979
| – | – | 0.06% | 261 |
|
|
2020
Q4 | $452K | Sell |
14,979
-1,021
| -6% | -$30.8K | 0.05% | 273 |
|
|
2020
Q3 | $376K | Hold |
16,000
| – | – | 0.04% | 285 |
|
|
2020
Q2 | $410K | Sell |
16,000
-1,229
| -7% | -$31.5K | 0.05% | 258 |
|
|
2020
Q1 | $494K | Hold |
17,229
| – | – | 0.07% | 215 |
|
|
2019
Q4 | $927K | Sell |
17,229
-264
| -2% | -$14.2K | 0.1% | 211 |
|
|
2019
Q3 | $882K | Buy |
17,493
+103
| +0.6% | +$5.19K | 0.1% | 216 |
|
|
2019
Q2 | $823K | Buy |
17,390
+65
| +0.4% | +$3.08K | 0.1% | 230 |
|
|
2019
Q1 | $837K | Sell |
17,325
-379
| -2% | -$18.3K | 0.1% | 229 |
|
|
2018
Q4 | $816K | Sell |
17,704
-1,997
| -10% | -$92K | 0.11% | 208 |
|
|
2018
Q3 | $1.04M | Sell |
19,701
-996
| -5% | -$52.3K | 0.12% | 206 |
|
|
2018
Q2 | $1.15M | Buy |
20,697
+4
| +0% | +$222 | 0.13% | 196 |
|
|
2018
Q1 | $1.08M | Sell |
20,693
-976
| -5% | -$51.1K | 0.13% | 201 |
|
|
2017
Q4 | $1.32M | Buy |
21,669
+3
| +0% | +$182 | 0.16% | 163 |
|
|
2017
Q3 | $1.2M | Buy |
21,666
+114
| +0.5% | +$6.29K | 0.15% | 165 |
|
|
2017
Q2 | $1.19M | Buy |
21,552
+800
| +4% | +$44.3K | 0.16% | 160 |
|
|
2017
Q1 | $1.16M | Buy |
20,752
+1,268
| +7% | +$70.6K | 0.16% | 157 |
|
|
2016
Q4 | $1.07M | Buy |
19,484
+2,520
| +15% | +$139K | 0.16% | 157 |
|
|
2016
Q3 | $751K | Buy |
16,964
+502
| +3% | +$22.2K | 0.13% | 174 |
|
|
2016
Q2 | $779K | Sell |
16,462
-534
| -3% | -$25.3K | 0.14% | 170 |
|
|
2016
Q1 | $822K | Buy |
16,996
+652
| +4% | +$31.5K | 0.16% | 160 |
|
|
2015
Q4 | $888K | Buy |
16,344
+12,054
| +281% | +$655K | 0.17% | 146 |
|
|
2015
Q3 | $220K | Buy |
4,290
+1,590
| +59% | +$81.5K | 0.05% | 273 |
|
|
2015
Q2 | $152K | Hold |
2,700
| – | – | 0.03% | 300 |
|
|
2015
Q1 | $147K | Hold |
2,700
| – | – | 0.03% | 298 |
|
|
2014
Q4 | $148K | Hold |
2,700
| – | – | 0.03% | 294 |
|
|
2014
Q3 | $140K | Hold |
2,700
| – | – | 0.03% | 291 |
|
|
2014
Q2 | $142K | Sell |
2,700
-77
| -3% | -$4.05K | 0.03% | 292 |
|
|
2014
Q1 | $138K | Buy |
+2,777
| New | +$138K | 0.03% | 296 |
|